As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Exit Planning Advisor (CEPA®) designation holder with Merrill, I've honed my skills over a little more than a decade, developing tailored financial strategies for individuals, families, and business owners. I take pride in my ability to adapt and create personalized plans that help meet the unique needs of each client, especially during significant life transitions. Recognizing that everyone's financial circumstances are constantly evolving, I ensure my strategies are flexible, effective, and client-focused.
Throughout my career, I've guided clients through a diverse range of financial scenarios. One of my main areas of expertise lies in helping clients navigate significant transitional periods in their lives. This includes working with business owners to prepare for the transition of their businesses, as well as assisting clients with changing jobs, planning for college, preparing for retirement, or managing concentrated stock positions. These experiences highlight my commitment to offering comprehensive and insightful financial planning, going beyond mere numbers to truly understand each client's individual story and financial goals.
My educational journey at Temple University's Fox School of Business was instrumental in fostering my deep understanding of finance. However, it was my immersion in real-world experiences, dealing with varied client needs, that really expanded my financial acumen. The multitude of interactions I've had with clients over the years have continually refined my skills and broadened my perspective.
When I'm not advising clients, I'm an avid fisherman, globetrotter, and foodie. I also cherish the time I spend with my wife, Mallory, our son, Leo, and our beloved dog, KC. These hobbies offer me a well-deserved break, ensuring that I return to my clients refreshed and focused.
In my practice, the principles of integrity, transparency, and personalized service guide my every interaction. My aim is to build long-lasting relationships with my clients, founded on trust and open communication. As your financial advisor, I'm committed to providing more than just financial advice; I offer a partnership that will guide you confidently through your financial journey, prioritizing your interests at every step.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
